Purchases and Sales Made in Q4 2023 in Constellation Brands, Inc. (STZ)
This table provides information about the institutional ownership of Constellation Brands, Inc. (STZ) during Q4 2023. The information is specifically focused on institutions that hold shares of CONSTELLATION BRANDS, INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
279+ 1.44% |
$63.7K - $69.6K
|
19.7K
$4.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
274+ 8.86% |
$62.6K - $68.3K
|
3.37K
$785K
|
|
|
Feb 14, 2024
Q4 2023
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
BUY
|
- |
266+ 5.48% |
$60.8K - $66.3K
|
5.12K
$1.19M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
263+ 8.62% |
$60.1K - $65.6K
|
3.31K
$773K
|
|
|
Feb 13, 2024
Q4 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
261+ 0.73% |
$59.6K - $65.1K
|
36K
$8.39M
|
|
|
Jan 12, 2024
Q4 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
256+ 11.7% |
$58.5K - $63.8K
|
2.44K
$570K
|
|
|
Feb 12, 2024
Q4 2023
|
Meridian Management CO
|
BUY
|
- |
253+ 2.15% |
$57.8K - $63.1K
|
12K
$2.81M
|
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
250New |
$57.1K - $62.3K
|
250
$58.3K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
245New |
$56K - $61.1K
|
245
$57.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
240New |
$54.8K - $59.8K
|
240
$56K
|
|
|
Feb 12, 2024
Q4 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
240+ 3.11% |
$54.8K - $59.8K
|
7.95K
$1.85M
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
239+ 9.27% |
$54.6K - $59.6K
|
2.82K
$657K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
238+ 16.81% |
$54.4K - $59.3K
|
1.65K
$386K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
237+ 9.24% |
$54.1K - $59.1K
|
2.8K
$654K
|
|
|
Feb 21, 2024
Q4 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
236+ 29.03% |
$53.9K - $58.8K
|
1.05K
$245K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
230New |
$52.5K - $57.4K
|
230
$53.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
229+ 13.07% |
$52.3K - $57.1K
|
1.98K
$462K
|
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
229+ 8.68% |
$52.3K - $57.1K
|
2.87K
$669K
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
228+ 22.57% |
$52.1K - $56.9K
|
1.24K
$289K
|
|
|
Feb 05, 2024
Q4 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
225+ 2.66% |
$51.4K - $56.1K
|
8.69K
$2.03M
|
|
|
Feb 12, 2024
Q4 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
223+ 12.05% |
$50.9K - $55.6K
|
2.07K
$484K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
BUY
|
- |
219+ 3.33% |
$50K - $54.6K
|
6.8K
$1.59M
|
|
|
Jan 17, 2024
Q4 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
215+ 8.0% |
$49.1K - $53.6K
|
2.9K
$677K
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
204+ 23.05% |
$46.6K - $50.9K
|
1.09K
$254K
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
202+ 22.2% |
$46.1K - $50.4K
|
1.11K
$259K
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
200+ 0.72% |
$45.7K - $49.9K
|
28K
$6.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
194+ 14.38% |
$44.3K - $48.4K
|
1.54K
$360K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
193+ 203.16% |
$44.1K - $48.1K
|
288
$67.2K
|
|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
192+ 1.87% |
$43.9K - $47.9K
|
10.4K
$2.44M
|
|
|
Feb 09, 2024
Q4 2023
|
Ns Partners LTD
|
BUY
|
- |
191+ 0.58% |
$43.6K - $47.6K
|
33.1K
$7.73M
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
190+ 1.21% |
$43.4K - $47.4K
|
15.8K
$3.7M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
189+ 0.4% |
$43.2K - $47.1K
|
47.6K
$11.1M
|
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
185New |
$42.3K - $46.1K
|
185
$43.2K
|
|
|
Feb 08, 2024
Q4 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
184+ 0.24% |
$42K - $45.9K
|
75.3K
$17.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
181+ 1.2% |
$41.3K - $45.1K
|
15.2K
$3.55M
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
180+ 6.76% |
$41.1K - $44.9K
|
2.84K
$663K
|
|
|
Feb 07, 2024
Q4 2023
|
Ar Asset Management Inc
|
BUY
|
- |
175+ 1.62% |
$40K - $43.6K
|
11K
$2.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Axa S.A.
Paris, I0 |
BUY
|
- |
172+ 21.45% |
$39.3K - $42.9K
|
974
$227K
|
|
|
Jan 18, 2024
Q4 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
170+ 19.1% |
$38.8K - $42.4K
|
1.06K
$247K
|
|
|
Jan 19, 2024
Q4 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
170+ 4.62% |
$38.8K - $42.4K
|
3.85K
$897K
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
166+ 10.33% |
$37.9K - $41.4K
|
1.77K
$414K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
161+ 0.51% |
$36.8K - $40.1K
|
31.5K
$7.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
160+ 3.46% |
$36.5K - $39.9K
|
4.79K
$1.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
159+ 18.01% |
$36.3K - $39.6K
|
1.04K
$243K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
155+ 0.33% |
$35.4K - $38.7K
|
47.4K
$11.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
154+ 19.49% |
$35.2K - $38.4K
|
944
$220K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
152New |
$34.7K - $37.9K
|
152
$35.5K
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
145New |
$33.1K - $36.2K
|
145
$33.8K
|
|
|
Feb 13, 2024
Q4 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
144+ 0.8% |
$32.9K - $35.9K
|
18.1K
$4.22M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
143+ 8.18% |
$32.7K - $35.7K
|
1.89K
$441K
|